Posts about
Videos
XML Wealth Insights: Your Likelihood of Being Audited
April 15, 2024
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on Your Likelihood of Being Audited.
XML Wealth Insights: Rate Cuts and Your Cash
April 5, 2024
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on Rate Cuts and Your Cash.
Webinar Materials | Empowering Women Investors
March 26, 2024
When it comes to investing and financial planning, women often hold themselves back fearing a misstep - a wrong decision due to shaky financial..
XML Wealth Insights: Nothing Lasts Forever
March 22, 2024
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on Nothing Lasts Forever.
XML Wealth Insights: Markets and The White House
March 8, 2024
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on Markets and The White House.
XML Wealth Insights: Japanese Investors Left Waiting 25 years
March 1, 2024
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on Japanese Investors Left Waiting 25 years.
XML Wealth Insights: The Cause of Tuesday’s Selloff
February 16, 2024
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on The Cause of Tuesday’s Selloff.
XML Wealth Insights: Part II: What History Says About Markets Reaching All-Time Highs
February 9, 2024
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on Part II: What History Says About Markets Reaching..
XML Wealth Insights: What History Says About Markets Reaching All-Time Highs
February 2, 2024
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on What History Says About Markets Reaching All-Time..
Webinar Recording | 2024 Markets Outlook
January 17, 2024
On January 17, Curtis Congdon, CFP®, CRPC®, President of XML Financial Group, hosted a must-see webinar featuring insights and perspectives from a..
Wondering if there might be something more you and your money could do?
There are several different ways to connect with us. Chose whichever you are most comfortable with.
let’s talk